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Touched Wizard and Untouched Wizard

Sage SoftwareCreate a group of contacts that have or have not had any modifications in a timeframe you select

Touched Wizard Create a group of contacts that have had any of their data modified in a timeframe you select.

Untouched Wizard Create a group of the contacts that have not had any types of records modified based on the timeframe you select.

Touched Wizard

Touched Wizard allows you to find which records have had data (specific or general) modified within a given time period. ACT!'s advanced queries feature allows you to search for contacts that have been edited in a given time frame, but it cannot tell you if a contact has had notes, histories, activities or sales made or modified within that time frame. The Touched Wizard gives you this ability in a easy-to-use, wizard format. Just select a database, choose the date range, and Touched Wizard will create a group of records in your ACT! database that have had any contact, notes, history, activity, sales data modified in the time frame you select.

Touched screen

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Touched screen

Any records found that were touched in the time frame you selected will be added to a group created that is named systematically as follows:

  1. Touched <start date> - <end date> (<run date and time>)
  2. The dates are indicated as <year>.<month>.<day>
  3. Time is indicated as <hours>.<minutes>

For example, if a Touched group was created with the start date of December 6th, 2000, an end date of December 8th, 2000, and the Touched Wizard ran on December 10th, 2000 at 10:40 a.m., the file name would be the following: Touched 2000.12.06 - 2001.02.08 (2000.12.10 10.36).

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Untouched Wizard

Untouched Wizard allows you to find which records have not been modified since a date you select. Find people that have been forgotten and reactivate their account, or archive their data. ACT!'s advanced queries feature allows you to search for contacts that have been edited in a given time frame. But, it does not give you the ability to find all contacts that have not been touched (modified) in a given time frame. Just select a database and choose the date and Untouched Wizard will create a list of records that have not had any modifications to contact, notes, history, activity or sales data since the date you specified.

Untouched screen

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Untouched screen

Any records were found that had not been touched since the date you selected, they will be added to a group named systematically as follows:

"Untouched <start date> (<run date and time>)"--The dates are indicated as <year>.<month>.<day>; The time is indicated as <hours>.<minutes>.
For example, the group name created by the Untouched Wizard when start date is December 6th, 2000 and the Untouched Wizard ran on December 10th, 2000 at 10:40 am would be "Untouched 2000.12.06 (2000.12.10 10.40)".

Note: There is no free technical support available by phone for this product. ACT! Technical Support does not support usage of these add-ons. If you have problems or need assistance with these tools, fee-based consulting is available from ACT! Database Services.

The functions provided by the Touched Wizard and the Untouched Wizard are almost identical to the lookup - contact activity functionality that exists in ACT! 6.0.

Other Products by Sage Software

Account Number Wizard Automatically create ID numbers for contacts based on dropdown lists and values that appear in fields.
ACT!Alert Quickly attach editable POPUP messages to contacts in your ACT! Database
ACT! Database Deduplication Wizard This wizard will merge duplicate contacts in your database.
Attachment Migration Wizard Change the path of attachments stored within ACT!.
Touched Wizard Create a group of contacts that have had any of their data modified in a timeframe you select.
Untouched Wizard Create a group of contacts that have not had any types of records modified based on a timeframe you select.

 

Technical Support Information
Sage software

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$29.95

1 Database

ACT! Compatibility

 

Ver. 4.x

NO

Ver. 5.x/2000

YES

Ver. 6.x

YES

 

There is NO technical support for Sage products

 


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Touched Wizard

   

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Untouched Wizard

   

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Both Touched Wizard and Untouched Wizard 

   

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